See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,633 | $209,832-86.4% | $189,513-84.9% | $167,490-82.9% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 3.52% | 748.27%-744.8pp | 555.15%-551.6pp | 478.56%-475.0pp |
| Employer contribution / active EE | $1,707 | $6,914-75.3% | $6,162-72.3% | $4,837-64.7% |
| Participant deferral / active EE | $2,783 | $8,935-68.9% | $8,221-66.2% | $6,341-56.1% |
| Admin fee / account holder | $20,122 | $14,293+40.8% | $12,045+67.1% | $12,309+63.5% |